Overview
Assets Under Management: $1.3 billion
Headquarters: BALTIMORE, MD
High-Net-Worth Clients: 296
Average Client Assets: $3.3 million
Frequently Asked Questions
RAND & ASSOCIATES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157807), RAND & ASSOCIATES is subject to fiduciary duty under federal law.
RAND & ASSOCIATES is headquartered in BALTIMORE, MD.
RAND & ASSOCIATES serves 296 high-net-worth clients according to their SEC filing dated October 12, 2018. View client details ↓
According to their SEC Form ADV, RAND & ASSOCIATES offers portfolio management for individuals. View all service details ↓
RAND & ASSOCIATES manages $1.3 billion in client assets according to their SEC filing dated October 12, 2018.
According to their SEC Form ADV, RAND & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 296
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.50%
Average Client Assets: $3.3 million
Total Client Accounts: 1,266
Discretionary Accounts: 1,260
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 157807
Filing ID: 1243830
Last Filing Date: 2018-10-12 17:01:00